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Pinnacle Wealth Management Advisory Group’s Steris STE Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,337
Closed -$296K – 605
2026
Q1 		$296K Sell
1,337
-654
-33% -$160K 0.02% 413
2025
Q4 		$505K Buy
+1,991
New +$500K 0.03% 269

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's STE Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Steris (STE) in Q2 2026, closing a stake of 1,337 shares — an estimated $296K sold.

Pinnacle Wealth Management Advisory Group first reported a position in STE in Q4 2025 and held it in 2 quarters. The position peaked at $505K in Q4 2025. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,337 Steris shares in Q2 2026, an estimated $296K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Steris in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Management Advisory Group's Steris position peaked at $505K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.